Total value of deals for CompanySOLVE
Jan 14, 2020 6:19 PM
Hi, I'm trying to build a workflow that flags any clients that have more than $100,000 worth of deals created in a month. Is there a way to get the total $ value of all deals? I can see deals closed and total revenue but need all stages included.
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Jan 24, 2020 4:28 PM
Hey @Daniel-BC , here is how I would do this:
Step 1) Create a custom deal property that flags whether the deal was created within the month. Make this property a drop down with YES and No as the values.
Step 2) Create a workflow that sets that property to YES or NO on the deal record depending on when it was created. Unfortunately, you are going to have to adjust the dates in that workflow at the beginning of each month since there is no option to chose "within the month" as the date range.
Step 3) Create a custom calulated property on the company object that rolls up all of the deal amounts associated with that company. Add an additional condition to only pull deals where the custom deal property you created in the previous step is set to YES.
Step 4) After you test to make sure this data is pulling correctly by spot checking this value on a few companies, create your workflow that will create a task when that calculated company property amount hits $100,000.
Good luck! Let me know how it goes.